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Financial Management Services


       Financial Management is more than just
managing your money and investments. It
is about focusing on you and getting you
to your goals. Our first priority is to help
you articulate your financial needs, goals
and dreams.

Our priority at Northwest Benefit Services is to keep you focused on your goals and future objectives.

Jeff Akers is a Registered Investment Advisor and a Chartered Financial Consultant with degrees in Business Administration and Economics.  At Northwest Benefit Services, we provide leading-edge financial planning and analysis for individuals, families, businesses, and non-profit organizations.  As an independent Registered Investment Advisor, we act in the client's best interest.  We offer independent, unbiased research and advice that includes:

  • Financial Planning
  • Financial Document Organization
  • Cash Flow Analysis
  • Investment Planning
  • Asset Management
  • Asset Allocation Strategies
  • Diversification Strategies
  • Tactical Portfolio Rebalancing
  • Insurance Planning and Risk Management
  • Tax Planning
  • Major Purchases and College Savings Planning
  • Retirement Planning
  • Charitable Interests
  • Estate Planning
  • Business Interests
  • Buy-Sell Agreements
  • Succession Planning